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Spdr Series Trust brcly em locl shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Spdr Series Trust brcly em locl

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All positions including Spdr Series Trust brcly em locl held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust brcly em locl by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $393k 20k 19.89
2024-06-30 $383k 19k 19.89
2024-03-31 $392k 19k 20.50
2023-12-31 $378k 18k 21.24

More positions owned by Richardson Financial Services

Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard Value ETF Exchange Traded Fund (VTV)
SPDR S&P 500 Etf - Equity (SPLG)
Apple Common Stock (AAPL)
Vanguard S&p 500 Etf - Equity (VOO)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
NVIDIA Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)

View all positions for Richardson Financial Services

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Management
Empower Advisory Group
State Street Corporation
Deutsche Bank Aktiengesellschaft
Sei Investments
LPL Financial
CI Investments
Envestnet Portfolio Solutions
Hsbc Holdings
Assetmark
Envestnet Asset Management
Bank of America Corporation
Susquehanna International
Park Avenue Securities
Aspire Private Capital

View all funds holding Spdr Series Trust brcly em locl